See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,437 | $50,958-46.2% | $74,550-63.2% | $64,186-57.3% |
| Participation rate | 89.7% | 61.1%+28.6pp | 69.1%+20.6pp | 69.6%+20.1pp |
| Annual return | -5.88% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,206 | $1,115+97.8% | $1,961+12.5% | $2,381-7.3% |
| Participant deferral / active EE | $2,089 | $2,301-9.2% | $3,108-32.8% | $3,470-39.8% |
| Admin fee / account holder | $6,149 | $4,223+45.6% | $5,060+21.5% | $4,888+25.8% |